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U ACCESS - Best Selection China A IPC USD

Seize the growth potential of the Chinese equity marketFirmly established as the world’s second-largest economy, with 3,000 listed companies, China is also home to the world’s third-biggest stock market. What’s more, its capital markets have developed rapidly in recent years and are in the process of opening up further to foreign investors. U Access - Best Selection China A aims to pinpoint the best opportunities in the Chinese equity market through a conviction-driven stock selection process backed up by strict risk-management procedures.

Key points

Set to capitalise on the forthcoming domestic and foreign inflows into Chinese equities.

High-conviction approach based on finding quality growth companies.

Strict risk-management performed by an in-house, Geneva-based risk-management team.

A highly experienced on-the-ground investment team in Shanghai, led by CIO Chen Hong, a leading figure in the Chinese asset management industry.

One of the longest track records in China, with similar strategies run by the team outperforming in 10 out of the last 12 years

Investment case

With an ageing population and an inefficient pension system, China faces some serious future funding challenges. Part of the government’s response has been to promote direct investment in equities.
For example, it recently unveiled its Ownership Reform Plan, which is designed to improve corporate governance and increase companies’ focus on maximising shareholder value with the ultimate aim of encouraging more domestic investors to allocate to their home stock market.
It has also put in place initiatives to boost foreign investment. For instance, the Shanghai- Hong Kong and Shenzhen-Hong Kong market links will make it much easier for foreign investors to buy Chinese equities. And by ensuring daily liquidity, this programme could result in global indices significantly increasing their positions in China. In short, we expect more and more investors to allocate to Chinese equities in the months and years ahead.

Fund concept

The combination of a large pool of opportunities – there are over 3,000 listed companies in China – and the inefficiencies in the market – it is driven by retail investors, and there is limited availability of ETFs and derivatives – means there is considerable scope for institutional investors to outperform the broad market.
With this in mind, our team focuses on finding quality growth companies, only investing in its strongest convictions, with the aim of outperforming the MSCI China A index by 300 basis points a year. As the Chinese stock market remains less mature than those in the developed world, in-depth analysis and strict risk-management are vital to help us achieve this goal.

Performance

U ACCESS - Best Selection China A IPC USD

NAV - Net Asset Value

Date

Data source : UBP SA

Historical performance

MTD

YTD

1 year

3 years

5 years

Since launch

Historical performance

4.66%

-1.83%

9.44%

1.44%

-9.16%

-9.25%

Calendar year

2019

2018

2017

2016

Calendar year

30.48%

-30.01%

18.13%

-11.50%

12 months rolling

06.19 - 06.20

06.18 - 06.19

06.17 - 06.18

06.16 - 06.17

06.15 - 06.16

12 months rolling

9.44%

-13.14%

9.82%

5.74%

-43.96%

Disclaimer

Performance under 1 year is shown cumulated. Performance over 1 year is shown annualised.

Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.